CPE Catalog & Events
CPA to CFO: Essential Competencies for Finance Leaders
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: Top competencies hiring executives seek in CFO candidates based on survey of 320+ CEOs and recruiters Critical thinking frameworks and strategy creation techniques for financial leadership Forward-looking financial skills including capital management, forecasting, and funding strategies Industry-specific requirements for high-growth companies and nonprofit organizations Practical career development strategies to build CFO-ready competencies
ACPEN: International Tax Treaties
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Webinar
2.00 Credits
Member Price: $89
Tax treaties Tax impact of cross-border transactions
ACPEN: International Cross Border Transactions
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Webinar
2.20 Credits
Member Price: $89
International cross border transactions. Decrease an entities effective tax rate. IRS audit risk
AI Prompt Engineering Masterclass for Accountants
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Introduction to Prompt Engineering: Basics of structuring effective prompts for meaningful AI responses.Understanding AI's "Lazy" Defaults: Why LLMs provide basic answers and how to push them to deliver richer insights.Multi-Layered Prompting: Techniques to encourage AI to provide responses across beginner to expert levels.Candid and Contrarian Responses: Using prompts that elicit honest and balanced insights, even on controversial topics.Ripple Effect and Cobra Effect: Probing the broader impacts and unintended consequences of financial decisions.Avoid Stupidity Checklist: A practical prompt for reducing mistakes in AI-assisted accounting tasks.Role-Based Perspective Prompts: Crafting prompts that guide AI to respond from specific professional viewpoints.Automation Ideas: Leveraging AI to optimize repetitive accounting tasks.Emotion-Driven Prompting: Exploring how emotion-focused prompts can enhance AI performance and engagement.Practical Applications in Accounting: How to apply prompt engineering in real-world financial analysis and decision-making.
No Tax on Overtime: Payroll Compliance
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Overview of the Fair Labor Standards Act (FLSA) overtime provisionsDefinition of a “workweek” and the 40-hour thresholdTime-and-a-half requirement and exclusions from overtime payExempt vs. nonexempt employee classifications (executive, administrative, professional, and industry-specific exemptions)Excluded payments (discretionary bonuses, reimbursements, retirement contributions)Step-by-step calculation examples for different compensation structuresBest practices for documentation and payroll systemsCase studies illustrating misclassification and miscalculation issues
Reasonable Compensation for S Corps
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Webinar
2.00 Credits
Member Price: $89
The major topics that will be covered in this course include:Explain the payroll tax advantage of taking distributions over wagesReview key court cases that shape todays reasonable compensation landscapeHow to use court factors to stress test reasonable compensationBest practices for determining reasonable compensationReview of the IRS’s enforcement on reasonable compensation; past, present and future
Retaining Top Talent: Strategies for CPA Firms
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Webinar
1.00 Credits
Member Price: $55
To purchase the report referenced in this presentation, or any of the research papers published by CPA Crossings, visit https://www.cpacrossings.com/research. The major topics that will be covered in this course include: The true cost of turnover versus retention investment Research findings on why professionals leave or stay Whole-person retention strategies beyond compensation Work-life balance solutions that maintain productivity Career development paths for non-partner track professionals Business model transformations for sustainable staffing Technology and outsourcing strategies to reduce burnout Retention strategies specific to diverse talent and younger professionals
ACPEN Signature 2026: Managing the Risk of Fraud, and Artificial Intelligence
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Webinar
8.00 Credits
Member Price: $250
Business Fraud Fraud Risk Management and Fraud Risk Assessments Artificial Intelligence, Data Analytics and Digital Analysis Providing Forensic Services
LEARNING PATH: AI-Powered Accounting
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Webinar
8.00 Credits
Member Price: $259
This learning path helps CPAs move from "AI curious" to AI capable by building practical skills across prompt engineering, core AI concepts, and real accounting use cases. You'll learn how AI fits into the profession, where it can improve efficiency and judgment, and how to apply tools like Copilot in Excel to real workflows. It's ideal if you want to stay relevant as automation expands-without getting lost in jargon-while still grounding the learning in accounting and audit realities.
LEARNING PATH: Audit and Risk Fundamentals
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Webinar
10.00 Credits
Member Price: $259
If you want stronger audits with fewer surprises, this path is built around the core building blocks: risk assessment, internal controls, walkthroughs, and operating effectiveness testing. It reinforces how to identify what can go wrong, where controls fail, and how fraud risk often shows up in control gaps. CPAs take this path to sharpen planning, improve documentation quality, and make testing more meaningful—especially useful for audit seniors, managers, and internal auditors responsible for higher-risk engagements.
LEARNING PATH: Auditing Key Financial Statement Areas
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Webinar
10.00 Credits
Member Price: $259
This path is designed for CPAs who want to strengthen execution in the areas that most often drive audit risk, adjustments, and review comments. It walks through practical approaches to auditing cash, inventory, estimates, payables/expenses, and PP&E, helping you improve testing choices, evidence quality, and professional judgment. Take this path if you want a tighter, more repeatable approach to auditing the "big buckets" that can make or break engagement quality.
LEARNING PATH: CPA to CFO Leadership
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Webinar
10.00 Credits
Member Price: $259
This path helps CPAs expand from technical expertise to executive finance leadership-the mindset shift needed for controller, finance director, and CFO tracks. It blends strategic competencies (ratios, budgeting/forecasting thinking, behavioral finance) with real-world leadership topics like supplier relationships and what it takes to operate as a fractional CFO. CPAs should take this path to strengthen advisory value, communicate like a finance leader, and make more confident decisions that go beyond compliance.
LEARNING PATH: Combatting Fraud
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Webinar
6.00 Credits
Member Price: $259
Fraud risk is evolving, and this path gives CPAs a balanced toolkit across prevention, detection, and response-without making it purely theoretical. You'll explore control-based prevention ("Fraud Busters"), external fraud countermeasures, and higher-risk topics like money laundering, plus practical considerations tied to modern work patterns (like the gig economy). CPAs should take this path to better protect clients and organizations, improve skepticism, and recognize red flags early-before losses compound.
LEARNING PATH: Financial Strategy and Analysis
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Webinar
8.00 Credits
Member Price: $259
This learning path is for CPAs who want to translate financial data into insight-sharpening analysis, budgeting, and performance interpretation. You'll build skill in statement analysis and forecasting fundamentals, then level up with case studies and "numbers-to-narratives" communication (including storytelling in financial reporting). CPAs should take this path to become more valuable to leadership by turning reports into decisions-and decisions into clear explanations stakeholders can act on.
LEARNING PATH: Government and NFP Specialist
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Webinar
10.00 Credits
Member Price: $259
Government and Not-For-Profit work has unique standards, reporting expectations, and compliance requirements-this path focuses specifically on those realities. It pairs Yellow Book ethics with governmental accounting updates and what's changing in A&A for governmental entities, giving CPAs a current, practical view of the landscape. Take this path if you serve public-sector or NFP clients (or want to) and need specialized CPE that aligns with their standards and oversight environment.
LEARNING PATH: Staff Accountant Core Foundations
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Webinar
8.00 Credits
Member Price: $259
This path is built for early-career CPAs and staff who need a solid base across the essentials: core accounting, tax basics, audit fundamentals, and practical spreadsheet accuracy. It includes topics like compilation preparation, keeping up with standard-setting, finding errors in Excel, and foundational individual taxation. CPAs should take this path to ramp faster, reduce common mistakes, and become more dependable across multiple engagement types early in their careers.
LEARNING PATH: Strategic Growth and Personal Development
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Webinar
9.00 Credits
Member Price: $259
Technical skills aren't enough for advancement-this path builds the leadership and business development capabilities that help CPAs grow into advisory and partner-track roles. You'll cover change leadership, executive presence/personal brand, talent management, client database monetization, and navigating modern business risk and tech adoption challenges. CPAs should take this path to strengthen influence, drive initiatives, and contribute to firm growth-especially if they're moving into management or client-facing leadership.
LEARNING PATH: Technology and Innovation
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Webinar
10.00 Credits
Member Price: $259
This path gives CPAs a practical, current foundation in the technologies reshaping the profession-AI usage, cybersecurity risk, major tech trends, and even data ethics for modern accountants. It's designed to build confidence in evaluating tools, understanding risk, and adopting technology responsibly, rather than just "keeping up" passively. CPAs should take this path to stay future-ready, improve tech-informed judgment, and better advise clients and stakeholders in a rapidly changing environment.
LEARNING PATH: Compliance in a Box
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Webinar
16.00 Credits
Member Price: $449
This is the "coverage path" for CPAs who want a streamlined way to make major progress toward annual requirements in one purchase. This 20-credit bundle is positioned as an efficient way to earn CPE while checking multiple boxes-ethics/professional skepticism, tax updates, audit technology awareness, fraud exposure, and accounting/reporting refreshers. Take this Learning Path if you want broad renewal coverage at a lower cost.
ACPEN: K2’s Better Reporting With QuickBooks Online
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Webinar
1.00 Credits
Member Price: $39
The types of reports available in QuickBooks Online, by subscription level Customizing reports to meet your needs Spreadsheet Sync in QuickBooks Online Advanced